ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 125 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,196,000 | -0.7% | 46,764 | -0.4% | 0.00% | 0.0% |
| Q2 2021 | $1,204,000 | -1.3% | 46,956 | -1.0% | 0.00% | 0.0% |
| Q1 2021 | $1,220,000 | -0.5% | 47,439 | -0.2% | 0.00% | 0.0% |
| Q4 2020 | $1,226,000 | -5.1% | 47,551 | -4.6% | 0.00% | -33.3% |
| Q3 2020 | $1,292,000 | -7.2% | 49,861 | -7.1% | 0.00% | 0.0% |
| Q2 2020 | $1,392,000 | +1.3% | 53,649 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $1,374,000 | -5.9% | 53,649 | -5.2% | 0.00% | +33.3% |
| Q4 2019 | $1,460,000 | +9.5% | 56,564 | +9.6% | 0.00% | 0.0% |
| Q3 2019 | $1,333,000 | -11.7% | 51,615 | -11.5% | 0.00% | -25.0% |
| Q2 2019 | $1,509,000 | +1.6% | 58,336 | +1.0% | 0.00% | 0.0% |
| Q1 2019 | $1,485,000 | -7.6% | 57,745 | -8.2% | 0.00% | -20.0% |
| Q4 2018 | $1,607,000 | +16.0% | 62,920 | +15.1% | 0.01% | +25.0% |
| Q3 2018 | $1,385,000 | +44.0% | 54,650 | +44.8% | 0.00% | +33.3% |
| Q2 2018 | $962,000 | +62.8% | 37,747 | +63.4% | 0.00% | +50.0% |
| Q1 2018 | $591,000 | – | 23,108 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 232,578 | $5,991,000 | 1.48% |
| LifeSteps Financial, Inc. | 59,028 | $1,521,000 | 1.44% |
| Wealthquest Corp | 159,008 | $4,096,000 | 1.17% |
| SENTINEL PENSION ADVISORS INC | 69,436 | $1,789,000 | 1.16% |
| Paulson Wealth Management Inc. | 61,554 | $1,591,000 | 1.12% |
| SONATA CAPITAL GROUP INC | 44,340 | $1,142,000 | 0.69% |
| Ferris Capital, LLC | 68,295 | $1,759,000 | 0.62% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 227,558 | $5,862,000 | 0.55% |
| ALTERNA WEALTH MANAGEMENT, INC | 18,800 | $484,000 | 0.54% |
| Guidance Point Advisors, LLC | 41,289 | $1,063,000 | 0.52% |